Financial Architects (New Jersey)’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Financial Architects (New Jersey)’s Portfolio RWK Stock Details RWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-209	Closed	-$11K	–	1617
2016 Q4	$11K	Hold	209	–	–	﹤0.01%	988
2016 Q3	$11K	Hold	209	–	–	﹤0.01%	984
2016 Q2	$10K	Buy	+209	New	+$9.95K	﹤0.01%	985

Other funds holding RWK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Financial Architects (New Jersey)'s RWK Position: Q1 2017 in Review

Financial Architects (New Jersey) sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q1 2017, closing a stake of 209 shares — an estimated $11K sold.

Financial Architects (New Jersey) first reported a position in RWK in Q2 2016 and held it in 3 quarters. The position peaked at $11K in Q4 2016. 39 funds tracked by Wall St. Rank hold RWK as of Q1 2017.

Financial Architects (New Jersey) reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q1 2017 after selling out during the quarter.
Financial Architects (New Jersey) sold 209 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2017, an estimated $11K.
Financial Architects (New Jersey) first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2016 and held it in 3 quarters.
Financial Architects (New Jersey)'s Invesco S&P MidCap 400 Revenue ETF position peaked at $11K in Q4 2016.
39 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2017, filed 26 Apr 2017.